Ngokutsho kweendaba zaseTaiwan iJuheng.com, ngokweemeko zobonelelo lwamva nje,itshiphu yolawulo lwamandla(PMIC) ixesha lokuchithwa kwe-inventory linokuba lide kunokuba lilindelwe, kwaye kulindeleke ukuba i-shishini liza kugqiba ukuchithwa kwe-Q3 kunyaka ozayo, kwaye imfuno ayinamandla njengoko kulindelwe.
Kwicala labathengi, inqanaba loluhlu lwangoku lweemveliso ezisezantsi ezifana neefowuni eziphathwayo, iiPC, kunye nezixhobo zombane zabathengi zisephezulu, kwaye isantya sangempela sokunciphisa umzimba sisezantsi kunokuba bekulindelwe, kwaye iintsuku zoluhlu lwabavelisi benkqubo abakhulu malunga neentsuku ze-130 ukuya kwi-150. iintsuku, nto leyo iphezulu kakhulu kunomndilili weentsuku ezingama-80 ukuya kwiintsuku ezili-100 kwiminyaka edlulileyo, kwaye kulindeleke ukuba kubekho ithuba lokubona inguqu kwikota yesibini yonyaka ozayo.
Ngokubhekiselele kwizicelo zeemoto, abanye ababoneleli babonisa ukuba kwi-PMIC, ngaphandle kwentsimi yeemoto, ukulungiswa kwe-inventri yoluhlu lonke lokubonelela ngeshishini akuyi kugqitywa kude kube kwikota yesibini neyesithathu ye-2023. Abavelisi beemodyuli zeemoto bathi abanyeiitshiphusi zemotoziqalise ukuncitshiswa kutshanje, kubandakanywa ii-ICs zomqhubi, ii-PMICs kunye nezinye ii-ICs zokulawula.Nangona kunjalo, umthamo wemveliso awukafiki kwinqanaba apho unokuphumla ngokupheleleyo, kwaye izinga lokwaneliseka lokubonelela ngezixhobo ze-elektroniki zemoto ngo-2023 liya kuba malunga ne-80 kuphela.
Ngokwexabiso, abanye abavelisi bakwanyanzelwa yiTexas Instruments.Ngo-Oktobha, kwaxelwa ukuba i-Texas Instruments iya kunciphisa amaxabiso e-PMIC, kwaye imfazwe yexabiso kwi-market management chip (PMIC) imarike sele iza kuphuma.I-Texas Instruments kuvakala ukuba yamkele isicwangciso-qhinga samaxabiso esibhetyebhetye ngakumbi se-PMIC njengoko umthamo omtsha ukhutshwa kwaye imfuno elindelekileyo iyancipha.
Ngokutsho kwemithombo yokubonelela, i-Texas Instruments iya kunika izaphulelo malunga ne-8% ukuya kwi-15% ngokuxhomekeke kwimveliso kunye nobuninzi.
Emva kokukhululwa kwe-Texas Instruments 'i-12-intshi yomthamo wokuvelisa, ixabiso le-12-intshi yi-35% -40% ephantsi kune-intshi ezi-8, inika indawo eninzi kwisicwangciso sexabiso, kwaye abathengi baya kuvuma ngakumbi ukubuyela iimveliso zayo, ingakumbi abathengi beemoto kunye namashishini.
Abanye abangaphakathi bathi ukufika kwesicwangciso sexabiso eliguquguqukayo se-Texas Instruments 'kuphambi kwexesha elilindelekileyo, kwaye ukuncitshiswa kwexabiso kungaphezulu kunokuba bekulindelwe, kwaye abanye abavelisi kwishishini banokulandela ukucutha amaxabiso, okanye nangaphezulu ukugcina isabelo semarike, ukhathazekile. ukuba imfazwe yexabiso kwisiqingatha sokuqala sonyaka ozayo ingaba nzima ngakumbi.
Kwangaxeshanye, abathengi abavelisi be-PMIC bafuna ukuba amaxabiso e-PMIC abuyele kumanqanaba angaphambi kobhubhane, i-20% -30% ephantsi kunenqanaba langoku, kwaye amaxabiso aphantsi oxinzelelo lwe-PMIC kulindeleke ukuba ehle.
Usihlalo weitshiphu yolawulo lwamandlaumenzi uSilicon Lijie uthe umjikelo wolungelelwaniso lomthengi wandiswa ukuya kwisiqingatha sokuqala sonyaka ozayo kunokuba bekulindelwe ekuqaleni.Okwangoku, ii-odolo ezininzi zihlehlisiwe, ngaphezu kweemveliso zabathengi ezibuthathaka, iimveliso zolawulo lwamashishini ziye zaqhubeka zihlaziywa phantsi, kuphela imfuno yezithuthi zamandla amatsha yomelele, kwaye kulindeleke ukuba ikota yesine kunye nekota yokuqala elandelayo. unyaka uya kuba kwinqanaba lohlengahlengiso lwempahla.
Ixesha lokuposa: Jan-05-2023